Rethinking the 60/40 Portfolio: Bonds, Benefits, and Beyond
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Show Notes
Airdate: 12/16/2023
In this episode, Josh starts by reading an email from an excited listener inquiring about necessary documents for an upcoming meeting. He then delves into the importance of long-term care planning and protecting oneself from financial exploitation.
Josh takes calls from listeners, addressing a range of financial questions. A caller's question about the tax implications of cashing in U.S. savings bonds leads to a detailed discussion. Another listener asks about Social Security spousal benefits, prompting Josh to provide insights and suggest further analysis for informed decision-making.
The episode wraps up with Josh discussing the value of annuities in retirement planning. He also touches on McDonald's potential launch of a new drink-focused franchise, Cosmix, aiming to compete with Starbucks and Dunkin'.
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